WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
Episodes
273 episodes
Arq, Inc. (ARQ): The Science, Setbacks, and Path Forward at Red River
In this episode of the WTR Small Cap Spotlight podcast, Eric Robinson, Senior Vice President of Operations, and Joe Wong, Chief Technology Officer of Arq, Inc. (Nasdaq: ARQ), join Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Rese...
Lotus Technology (LOT): Heritage, Hybrids, and the Path to Profitability
In this episode of the WTR Small Cap Spotlight podcast, Dr. Wang, Chief Financial Officer of Lotus Technology (Nasdaq: LOT), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein.Found...
ClearSign Technologies (CLIR): Initiation of Coverage Review: A Non-Discretionary NOx Compliance Story with an 80% Cost Edge
In this episode, join Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer at WTR, and Peter Gastreich, Managing Director - Energy Transition and Sustainable Investing, as they dive into WTR's Initiation of Coverage report for ...
CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 3 – Waste-to-Value)
This is the third and final episode in a three-part WTR Symposium Series podcast on investment opportunities in industrial decarbonization and the circular resource economy. WTR's Shawn Severson and Peter Gastreich are joined by CEOs of Abundia...
Maison Solutions Inc. (MSS): Grocery Gets Smart: Maison's AI-and-Blockchain Playbook
In this episode of the WTR Small-Cap Spotlight podcast, Chris Zhang, Vice President of Corporate Development and Strategy of Maison Solutions Inc. (Nasdaq: MSS) joins host Tim Gerdeman, Vice Chair, Co-Founder and Chief Marketing Officer of Wate...
Pineapple Financial (PAPL): AI Tools and Tokenization: How a Canadian Fintech Is Modernizing the Mortgage Brokerage Market
In this episode of WTR Small-Cap Spotlight, Shubha Dasgupta, CEO & Co-Founder of Pineapple Financial, joins host Tim Gerdeman, Vice Chair, Co-Founder, and CMO of Water Tower Research, along with Dr. John Roy, WTR’s Senior Equity Research An...
eGain Corporation (EGAN): Turns Messy Enterprise Data into Trusted AI Answers
In this episode of the WTR Small-Cap Spotlight podcast, Gautam Garg, Vice President of Finance of eGain Corporation (NASDAQ: EGAN), joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR An...
Mobilicom (MOB): CEO Details Why Mobilicom’s Secure Comm System is the Heart and Soul of Drones and Robots
In this episode, Oren Elkayam, CEO of Mobilicom (NASDAQ: MOB), joins host Tim Gerdeman and WTR senior equity research analyst John Roy to discuss how Mobilicom has positioned itself as a one-stop provider of the critical cyber, software, and ha...
ZJK Industrial (ZJK): Precision Parts at the Heart of AI, EVs, and High-Tech Manufacturing
In this episode of Small-Cap Spotlight, Ning Ding, Chairman and CEO of ZJK Industrial, joins WTR's Tim Gerdeman, Co-Founder and Chief Marketing Officer and equity analyst Eric Goldstein to unpack the company's record 2025 results, its expanding...
LiveOne (LVO): The AT&T Deal, B2B Streaming Strategy, and Why Every Platform Needs an Audio Network
In this episode of the WTR Small Cap Spotlight podcast, Robert Ellin, Chairman and CEO of LiveOne, Inc. (Nasdaq: LVO), joins Tim Gerdeman (Vice Chair, Co-Founder & CMO, Water Tower Research) and WTR Analyst Eric Goldstein.LiveOne is...
CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 2 – CCUS)
This is the second episode in a three-part WTR Symposium Series on investment opportunities in industrial decarbonization and the circular resource economy. Shawn Severson and Peter Gastreich are joined by Gevo (GEVO), Alto Ingredients (ALTO), ...
The Louisiana Energy Conference 2026 — What Several Hundred Energy Executives and Investors Were Really Talking About in New Orleans
Al Petrie, Founder and Senior Partner of Al Petrie Advisors and organizer of the Louisiana Energy Conference, joins host Tim Gerdeman and WTR natural resources analysts Richard Tullis and Jeff Robertson for a post-event recap of the 2026 LEC. T...
Myriad Uranium (MYRUF): Copper Mountain, Wyoming: Building a U.S. Uranium Growth Story at the Right Moment
Thomas Lamb, CEO of Myriad Uranium (OTC: MYRUF), joins host Tim Gerdeman and WTR analyst Dimitri Silverstein to discuss the company's flagship Copper Mountain Uranium Project in Wyoming and the catalysts that could materially re-rate the asset ...
WTR Consumer Monthly — When the Bar Is on the Floor: Finding Value in Small-Cap Consumer's Most Beaten-Down Names
Doug Lane, Managing Director and Consumer Analyst at Water Tower Research, joins host Tim Gerdeman to walk through the May edition of the WTR Consumer Monthly. The conversation covers what the WTR Consumer Index is signaling about sector health...
Deep Isolation Nuclear, Inc.: Isolated from Competition, Enriched with Opportunity
In this episode of the WTR Small‑Cap Spotlight podcast, Rod Baltzer, CEO of Deep Isolation Nuclear, Inc., joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, along with WTR Analyst Eric Goldstein.
reAlpha Tech Corp. (AIRE): Building a Unified, AI-Powered Homebuying Platform
In this episode of the WTR Small-Cap Spotlight podcast, Mike Logozzo, CEO, and Tom Kutzman, CFO of reAlpha Tech Corp. (NASDAQ: AIRE), join host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, and WTR A...
First Phosphate (FRSPF): Why Agnico Eagle's Move Into Phosphate Could Re-Rate the Entire LFP Supply Chain
In this episode of Small-Cap Spotlight, John Pasalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR analyst Dmitry Silversteyn to unpack Agnico Eagle’s $95 million acquisition of Fox River Resources and what the move signals about ...
Karooooo Limited (KARO) – Karoo-ooo-zing: Telematics Flywheel Gaining Traction, Management Guiding to Accelerating Growth
In this episode of Small‑Cap Spotlight, Zak Calisto, Founder, Chairman, and CEO of Karooooo, joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss the global connected vehicle and fleet intelligence platform built on Cartrack, a Saa...
PetVivo Holdings (PETV): The Trifecta: Regenerative Science, AI-Enabled Vet Care, and Human Translation
In this episode of Small-Cap Spotlight, John Lai, CEO of PetVivo Holdings (PETV), joins host Tim Gerdeman and WTR analyst Robert Sassoon to discuss the company's regenerative medicine platform for companion animals. The conversation covers PetV...
Xos Trucks (XOS) — Survivor Mentality: The Three-Legged Stool Powering Its Next Chapter
Dakota Semler, CEO of Xos Trucks (NASDAQ: XOS), joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss how Xos survived the EV truck shakeout and emerged with three growing business units — medium-duty vehicles serving UPS, FedEx, an...
Lucosky Brookman: The Old Playbook Is Dead — Inside the Microcap Listing Squeeze
In this episode of the WTR Small Cap Spotlight Podcast, Joseph Lucosky, Managing Director of Lucosky Brookman LLP, joins host Tim Gerdeman to explain why the old microcap IPO playbook is dead, and what's replacing it. Joe walks through th...
Factorial Energy: The Bold Solid‑State Bet in a Battery Race America Can’t Afford to Lose
In this episode of Small-Cap Spotlight, Dr. Siyu Huang, Founder and CEO of Factorial Energy, joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss why solid-state batteries are finally crossing from lab to road. The conversation cov...
SBC Medical (SBC): Scaling Aesthetics, Longevity, and Global Growth
In this episode of the WTR Small-Cap Spotlight, Stephen Rodgers, Head of Global Planning and Strategy at SBC Medical Group Holdings (NASDAQ: SBC), joins WTR’s Tim Gerdeman and Robert Sassoon. Rodgers discusses how SBC’s 26‑year build‑out into a...
Homerun Resources (HMRFF): Tapping Into a Major Opportunity in Solar Glass
In this episode of Small Cap Spotlight, Brian Leeners, CEO of Homerun Resources, joins Shawn Severson and Dmitry Silversteyn of WTR to discuss the investment case behind the company’s planned solar glass business in Brazil. The conversation hig...
Bassett Furniture (BSET) — 125 Years Strong: How a Made-in-America Brand Is Taking on a Tough Market
In this Showcase Series, Rob Spillman, Chairman and CEO of Bassett Furniture Industries (NASDAQ: BSET), joins host Doug Lane, Managing Director and Consumer Analyst at WTR, to discuss how one of America’s oldest furniture brands is dri...